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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $347,136 | $138,102+151.4% | $125,381+176.9% | $134,532+158.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.87% | 750.73%-770.6pp | 572.31%-592.2pp | 418.27%-438.1pp |
| Employer contribution / active EE | $17,104 | $5,245+226.1% | $4,815+255.2% | $4,741+260.8% |
| Participant deferral / active EE | $7,458 | $7,801-4.4% | $7,448+0.1% | $6,401+16.5% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |